Archive | Biopharmaceuticals

Nice Recovery in biotech today with our mid-cap index up almost 1%. Without doing a lot of detailed analysis it looks like stocks that have major institutional sponsors are rallying. Smaller caps without significant volume are still lagging. Two high fliers : Vivus (VVUS $22.15) and Medivation (MDVN $75.24) regained some composure after a bashing […]

We have updated our Rayno Biopharmaceuticals Portfolio with total returns from inception 3/9/09 to 3/30/12. Biggest winners are Alexion (ALXN) Biogen (BIIB) , Cubist (CBST), Regeneron (REGN) and Viropharma (VPHM)-all over 200%. Over the same period the IBB ETF was up 75%. Losers were Albany Molecular (AMRI) down 40% and Gilead (GILD) down 4%. The ten […]

Two Companies With Major Biotech Themes: Orphan Drugs (ALXN) and Targeted Cancer Therapy (RGDX) IBB ($122) Weak Down 1% – 52 Week High of $124 One of our Top Performers in the biopharmaceutical sector Alexion (ALXN $89) took a hit this week and down over 3% today on volume of 2.7M shares, on an article […]

Diagnostics Stocks Are Relatively Calm After Patent News: But Patents Still Matter The Supreme Court Ruling threw out two process patents on diagnostic tests because they were based on the laws of nature and that they were merely telling doctors of a new scientific discovery.In the WSJ article some expressed big concerns: “Michael R. Samardzija, […]

Biotech Sector (IBB $119.73) Up 12 % YTD, Lagging NASDAQ (QQQ) Up 17.85% Here is a summary of our recommendations over the past month: No change in our basic Rayno Life Science Portfolios.Biopharmaceuticals have outperformed Tools and Diagnostics. Continued strength with following stocks at or near new highs are : Amgen (AMGN $68.43), Biogen (BIIB […]

Biotech Sector Recovers from Monday’s Weakness-Bull Intact Biotech stocks are strong today tracking a NASDAQ rally and favorable news on JNJ’s prostate drug Zytiga which met its goal in a new study. Dendreon stock took a big hit down 10% because the JNJ therapy is simpler and cheaper, while Medivation (MDVN $74) stock soared 14% […]

Smaller Cap Biotechs In Major Correction All the major indices are down in the 1.75% range and now the NASDAQ at 2902 is 100 pts. away from the elusive 3000 level. Analysts have been warning about a correction for weeks but with many indices up 10-15% YTD profit taking was inevitable. Driving prices lower were […]

Pause Mode Since February 15 The biotech indices and ETF’s we track are off about 1% or more today as the market is in a profit taking mode. The Rayno Life Science Portfoio is also off about 1%. Speculative appetite is down with some MO stocks and former high-fliers taking a greater hit today: Amarin […]

Not A Good Time To Overweight Biotech Positions We are still in a holding pattern and recommend that caution be exercised regarding new positions. Although biotech stocks have made a nice run over the past five days driven by News from Vivus (VVUS) and Threshold (THLD) the IBB ($119.78) is still off its one year […]

Have you read the book “Think Fast,Think Slow” by Daniel Kahneman? Well my System 1 (fast, intuitive and emotional) brain sees a lot of red on the screen telling me to take profits. If you want System 2 (slower, more deliberative, more logical) data to support this I can only offer the following without extensive […]

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About the Author

Rod Raynovich is the founder of Raygent Associates, a management consulting firm providing business development and strategic marketing services in the life science and medical device area. He publishes his thoughts and analysis on the biotech industry at www.raygent.com.